Epic Financial, LLC

Epic Financial, LLC provides clients with comprehensive financial planning and investment management services. Epic Financial is a passion driven, fee-only firm focused on helping the medical community, mid-career families and those nearing or in retirement plan and work toward their unique vision of a great life.


To schedule a meeting or contact us directly visit Epic Financial’s contact page. Don’t worry we won’t be annoying or spam you!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1780 Stoney Hill Dr. Suite D3 Hudson, OH 44236-2377 Phone: (330) 331-0629

Primary Office

1780 Stoney Hill Dr. Suite D3 Hudson, OH 44236-2377 Phone: (330) 331-0629